question

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gekko11317 asked John Wang Deactivated answered

crm integration

I have integrated my CRM eAgent with Ring Central for my call group. Unfortunately, when a client calls, the CRM launches for everyone, not just the rep who answers. I am told by the CRM vendor that Ring Central needs to have a "Launch only on answer" feature. The RC tech support people have not heard of this so I am hoping this function exists somewhere. It was present in two other VOIP providers so RC must have the capability to enable it. Anyone know where it is or how to activate it?

integrations
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1 Answer

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John Wang Deactivated answered
How is the CRM integrated with RingCentral?

Also, are you using:

* Softphone -  https://www.ringcentral.com/apps/rc-phone
* Embeddable widget -  https://developer.ringcentral.com/embeddable-voice.html
* WebRTC SDK -  https://github.com/ringcentral/ringcentral-web-phone

If you are using an API approach (embeddable widget or WebRTC SDK) then you can listen to presence events and only launch the CRM for the user who receives the callConnected event.
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Developer sandbox tools

Using the RingCentral Phone for Desktop, you can dial or receive test calls, send and receive test SMS or Fax messages in your sandbox environment.

Download RingCentral Phone for Desktop:

Tip: switch to the "sandbox mode" before logging in the app:

  • On MacOS: press "fn + command + f2" keys
  • On Windows: press "Ctrl + F2" keys